Create Items with Item Templates in New NAV and Madeira

First, this feature is currently published in Project “Madeira” and I’m sure it will be part of NAV 2017, but almost all about NAV 2017 is still by NDA and I cannot write about it.

But this feature is looks fine and I want to share it. When we created new Items we usually used Item Category to preconfigure some fields for item. But now, I think we have a better feature. We can just configure page “Set Up Customer/Vendor/Item Templates” with a lot of data. And that means this feature is not connected only with Items (you notice it right); you can also use this feature as template for other codes.

Now, you can chose one of the templates from list or to create your own template choosing table number to dedicate template to some of the tables. OK, if you want to create Item Template, you will use table 27.

When you open Item template, you can see that now you can configure lot of different fields, as for example:

Base Unit of Measure

Automatic Extended Texts

Type (Inventory or Service)

Price include tax and Price/Profit Calculation with profit and discount groups

Costing Method and Indirect Cost

and Posting groups in Financial Details

But you can do even more, you can open Dimensions command from ribbon and preconfigure dimensions and dimension value and as well as value posting for dimensions (mandatory, same code, no code). And now when you want to create new Item, system will ask you what Item Template you want to use from all enabled templates.

If you want to change something you can later use command “Apply Template” from ribbon to add some template to your item.

If you didn’t use some template or if you changed some details, you can also use command “Save as Template” to save these values as template for some other usage.

Interesting feature and you can use this not only for items. This is more standardized feature in comparison with older versions.